Tuesday, April 24, 2012

Why do we need Investment Planning ?


We must clearly understand that all that we purchase out of our surplus money is not investment. We also need to understand that what we saving is not totally an investment. 

We assume that real estate is always an investment, but when we buy a property for our own use, we can’t treat it as an investment. i.e., buying a house is a real estate deal but is not an investment, if consumed by us. 

Likewise, Buying a Vehicle (Car/Motorbike) is not an investment as it will have depreciated value in future, unless it's a vintage car and is bought in the anticipation of selling at a higher price because of being an antique. 

Similarly investors in art & paintings invest with a motive of selling such item at a higher price because of its creativity and imaginative presentation.

Thus to have a clear idea, investment is termed as an asset that is bought in expectation that it will generate income or appreciate in the future. In simple sense, an investment is the purchase of goods that are not consumed immediately i.e., today but are used in the future to create wealth.

Investment planning is necessary for all individuals who wish to achieve their financial goals on effective manner. Investment planning is needed to plan your available limited resources to squeeze the maximum benefit out of them. It is important to ensure that money works for us rather than we work always towards earning money. We must ensure to plan our investments in such a manner that it will improve our future welfare & generate income from our investment. Funds required to invest may come from assets already owned, borrowed money, and savings or foregone consumption. Investment Planning will play an important role in planning your investments to fulfill your life's major financial goals / needs like:
   o        Financial Security / Protection
   o        Accumulating / Maximizing of Wealth
   o        Reliable regular income generation
   o        Protection against inflation and taxes
   o        Career Building
   o        Marriage
   o        Asset Purchase like a dream house or a car
   o        Building Education Corpus for self & children
   o        Comfortable Retirement Funding
   o        Creating wealth over the long run
   o        Building brightened future for self and family
   o        To Meet Emergency Expenses etc.,

The need for Investment planning arises when we seek to manage our wealth / investment effectively and obtaining the most (returns) from it.

1 comment:

  1. This idea is really helpful and useful. In every decisions we should need a planning so that it would be successful. Likewise if we're going to invest any properties we should think twice and we need to plan it better. I am glad that I found your blog because I get some ideas on it. Thanks.

    Kirstz @ real estate investment Philippines

    ReplyDelete